Understanding Gen Z and Financial Priorities

Understanding Gen Z and Financial Priorities

We’re excited to share the first episode in our latest series Firm Feature where we highlight Natan Bondin, Investment Advisory and Client Service Associate at Love Financial Group.  In this conversation, Natan shares his personal story, how his background has shaped the way he thinks about money, and the unique perspective he brings as a member of Gen Z entering the financial planning industry. From saving and investing to long-term financial priorities, it’s a thoughtful discussion on how life experiences can influence our relationship with money. We’re proud to spotlight the people who make our team special and give listeners a behind-the-scenes look at the values that drive our work every day. Like the episode? Follow us online: YouTube, @LoveFinancialGroup LinkedIn, Love Financial Group Website, LoveFinancialGroup.com

How to Make the Most of Your Social Security Benefits

Social Security is one of the topics we receive the most questions about. We'll talk through what to consider as you near social security age. The myth about social security disappearing, how to project your social security, and how to decide the best time for you to start taking it. This episode is filled with valuable information that you simply can't afford to miss! Like the episode? Follow us online: YouTube, @LoveFinancialGroup LinkedIn, Love Financial Group Website, LoveFinancialGroup.com

Suddenly Single: Your Finances After Losing a Spouse

In this episode, Paul and Elizabeth discuss one of life’s most difficult transitions: navigating finances after the loss of a spouse, whether due to death or divorce. Learn how you can prepare now and what common financial challenges and mistakes to avoid during a time that can feel overwhelming. If you’re going through this yourself or supporting someone who is, this conversation offers guidance to help you move forward with clarity and confidence. Like the episode? Follow us online: YouTube, @LoveFinancialGroup LinkedIn, Love Financial Group Website, LoveFinancialGroup.com

Tackling Taxes: Strategies for Tax Filing Season

In this episode, Paul and Elizabeth share practical tips to help you avoid “setting and forgetting” important accounts and ensure your financial strategy stays aligned with your goals. Don’t miss these insights designed to keep you proactive, organized, and one step ahead in 2026.  This content is intended to provide general information about Love Financial Group. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.   Additional Important Disclosures may be found in the Saxon Financial Group Form ADV Part 2A. Like the episode? Follow us online: YouTube, @LoveFinancialGroup LinkedIn, Love Financial Group Website, LoveFinancialGroup.com

Financial Best Practices: Tips for 2026

Join Paul and Elizabeth as they share financial thoughts for beginning a new year.  Hear tips on taking control of your money and putting it to work for you in 2026. This content is intended to provide general information about Love Financial Group. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.   Additional Important Disclosures may be found in the Saxon Financial Group Form ADV Part 2A. Like the episode? Follow us online: YouTube, @LoveFinancialGroup LinkedIn, Love Financial Group Website, LoveFinancialGroup.com